Shows / The William Blair Thinking Podcast
The William Blair Thinking Podcast
The William Blair Thinking Podcast aims to provide in-depth expertise on today's financial and economic landscape. William Blair Thinking Podcast features two series: -William Blair Thinking Presents, a new podcast series that dives deep into conversation with our award-winning equity research and capital advisory experts. -Biotech Breakthroughs, a new podcast series from our equity research group that explores the news and trends shaping the biotech industry. For more, go to…
Episodes
- The William Blair Thinking Podcast
Monthly Macro with Richard de Chazal (June 2024)
Macro analyst Richard de Chazal walks through highlights from William Blair’s 44th Annual Growth Stock Conference and explains how the event provides a window…
- The William Blair Thinking Podcast
Exploring Opportunities Within Banktech
Financial services and technology analyst Cristopher Kennedy digs into his report on the banktech industry, exploring the rapid adoption of digital banking and…
- The William Blair Thinking Podcast
Biotech Breakthroughs – The Future of GLP-1s
Biotech equity research analysts Andy Hsieh and Matt Phipps join group head Tim Lugo to discuss the latest developments in GLP-1s for diabetes and obesity…
- The William Blair Thinking Podcast
Monthly Macro with Richard de Chazal (May 2024)
Macro analyst Richard de Chazal provides insight on what’s happening with cyclicals versus defensive stocks, details how the Fed may be thinking about the…
- The William Blair Thinking Podcast
Digital Advertising Budgets Continue to Recover Steadily
Equity research analyst Ralph Schackart breaks down findings from his team’s quarterly digital advertising executive survey, including the continued…
- The William Blair Thinking Podcast
Monthly Macro with Richard de Chazal (April 2024)
In this episode of William Blair Thinking Presents, macro analyst Richard de Chazal puts inflation and Fed rates under a microscope, explains the correlation…
- The William Blair Thinking Podcast
On the Ground and In the Cloud: Observability and AIOps
William Blair tech analyst Jake Roberge joins the show to discuss the observability and AIOps software markets, including the increasingly important role these…
- The William Blair Thinking Podcast
Monthly Macro with Richard de Chazal (March 2024)
Richard discusses the recent macroeconomic news for March, including the FOMC dot plot, stubborn inflation, stock markets, and the real estate pain being felt…
- The William Blair Thinking Podcast
The Potential Impact of GLP-1s on Restaurants and Fitness Clubs
Will consumer relationships with restaurants and fitness centers change as GLP-1s grow in popularity? Sharon Zackfia, group head of consumer research, breaks…
- The William Blair Thinking Podcast
GLP-1s: The $100 Billion Answer to a Trillion-Dollar Challenge
Ryan Daniels, CFA, partner and group head of healthcare technology and services, discusses the impact of GLP-1 drugs on healthcare spending and care delivery…
- The William Blair Thinking Podcast
Monthly Macro with Richard de Chazal (February 2024)
A hard, soft, or no landing? Listen as macro analyst Richard de Chazal discusses the latest in macroeconomic news, including a more hawkish Jerome Powell, a…
- The William Blair Thinking Podcast
How Advertising Executives are Navigating Budget Changes in 2024
As economic conditions improve, so too does confidence among advertising executives about their 2024 budget allocations. In this episode of William Blair…
- The William Blair Thinking Podcast
Monthly Macro with Richard de Chazal (Jan 2024)
Jobs, housing, QT, and the Red Sea. Listen as macro analyst Richard de Chazal examines the current economic indicators, provides context around the potential…
- The William Blair Thinking Podcast
Biotech Breakthroughs - The Revolutionary Potential of Cell Therapy for Autoimmune Disorders
Clinical case studies have sparked significant interest in the use of CAR-T for autoimmune disorders, potentially expanding CAR-Ts’ utility beyond oncology. In…
- The William Blair Thinking Podcast
Monthly Macro 2024 Outlook
Macro analyst Richard de Chazal reflects on the resilient year and expands on his 2024 Outlook’s key themes, including the sticky pockets of inflation, the 3…
- The William Blair Thinking Podcast
On The Ground and In The Cloud: A Deep Dive Into the Trends Impacting Developer Technologies
Software developers not only represent the early adopters who will determine the success of a particular product or project, but also have become primary…
- The William Blair Thinking Podcast
Monthly Macro with Richard de Chazal (October 2023)
Macro analyst Richard de Chazal breaks down what he believes are the three hurdles to 'higher for longer,' walks through what third quarter earnings may say…
- The William Blair Thinking Podcast
Biotech Breakthroughs - Exploring the Recent Radiopharmaceutical Renaissance
Radiopharmaceuticals are leading the way in how oncology patients are being diagnosed and treated. In this episode of Biotech Breakthroughs, Tim Lugo is joined…
- The William Blair Thinking Podcast
Monthly Macro with Richard de Chazal (Sept 2023)
Housing, retail sales, and the Sahm Rule. Hear what macro analyst Richard de Chazal outlines in this latest Monthly Macro podcast, and what’s in store for the…
- The William Blair Thinking Podcast
Biotech Breakthroughs - Advancing Diabetes Treatments: Exploring GLP-1s and Beyond
Tim Lugo speaks with fellow equity research analysts Margaret Kaczor Andrew and Andy Hsieh about the GLP-1 drug class and its impact on the management of…
- The William Blair Thinking Podcast
Biotech Breakthroughs - Putting the Tech in Biotech: A Deep Dive on AI in the Sector
Biotech equity research group head Tim Lugo explores the impact of artificial intelligence and machine learning on the biotechnology industry, including the…
- The William Blair Thinking Podcast
The Coming Healthcare Cost Tsunami
Healthcare equity research group head Ryan Daniels walks through his team’s recent report, the 'Coming Healthcare Cost Tsunami,’ to discuss how employers are…
- The William Blair Thinking Podcast
Monthly Macro with Richard de Chazal (August 2023)
William Blair macro analyst Richard de Chazal discusses Fitch’s U.S. government debt downgrade, the resilience of the American consumer, inflation insights…
The William Blair Thinking PodcastArtificial Intelligence in Information Services: Evaluating the Ramifications of a New AI Paradigm
William Blair global services analyst Andrew Nicholas examines the industry-wide impacts, implications, and potential risks that artificial intelligence…
- The William Blair Thinking Podcast
Residential Services: A Key Growth Industry for the Next Decade
William Blair global services analyst Tim Mulrooney shares insights from his residential services report, in which he outlines the various markets poised for…
- The William Blair Thinking Podcast
Monthly Macro with Richard de Chazal (July 2023)
William Blair macro analyst Richard de Chazal discusses key economic indicators, the elusive “r-star” interest rate, trends in the housing market, the…
- The William Blair Thinking Podcast
Addressing Social Determinants of Health Through Food-as-Medicine
William Blair healthcare analyst Ryan Daniels dives into his quarterly Healthcare Mosaic report, which focuses on “food as medicine,” an emerging area in…
- The William Blair Thinking Podcast
Monthly Macro with Richard de Chazal (June 2023)
William Blair macro analyst Richard de Chazal discusses the latest CPI data, the ongoing impact of the Federal Reserve’s inflation fight, and his economic…
- The William Blair Thinking Podcast
Generative AI: The New Frontier of Automation
William Blair equity research analysts Jason Ader, Arjun Bhatia, and Ralph Schackart explore the disruptive, ubiquitous subject of generative AI and its broad…
- The William Blair Thinking Podcast
Restaurant Automation: An Idea Whose Time Has Finally Come?
In this inaugural episode, William Blair equity research group heads Sharon Zackfia and Larry De Maria discuss how automation and robotics are expected to have…